Prepared Retirement Institute LLC UDIV — FRANKLIN TEMPLETON ETF TR

Ownership history in Prepared Retirement Institute LLC  ·  5 quarters on record

AI Ownership Summary

Prepared Retirement Institute LLC reported FRANKLIN TEMPLETON ETF TR (UDIV) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.85% in 2025 Q3. The latest visible filing shows UDIV at 0.81% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this UDIV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Prepared Retirement Institute LLC's position in FRANKLIN TEMPLETON ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

UDIV was reported at 0.81% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.85% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

UDIV stock page Prepared Retirement Institute LLC fund profile Prepared Retirement Institute LLC full holdings
How Prepared Retirement Institute LLC held UDIV — position size vs. price
% of Fund (quarterly)    UDIV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — — -31,645 -100.0% 0.81% $2K 2026-04-30 $57.53
2025 Q4 ADDED — — — 31,645 +358 +1.1% 0.85% $1.7M 2026-01-29 $54.35
2025 Q3 ADDED — — — 31,287 +15,927 +103.7% 0.85% $1.6M 2025-10-21 $52.13
2025 Q2 ADDED — — — 15,360 +8,898 +137.7% 0.44% $741K 2025-07-17 $48.56
2025 Q1 INITIATED — — — 6,462 — — 0.18% $283K 2025-05-02 $43.20

🏢 Other funds also holding UDIV

As of 2026 Q1 — sorted by position size

BAM Wealth Management, LLC 0.89% CreativeOne Wealth, LLC 3Y 7Y 0.67% Total Clarity Wealth Management, Inc. 3Y 0.08% Arkadios Wealth Advisors 3Y 0.05% Medallion Wealth Advisors, LLC 0.03% Sanctuary Advisors, LLC 0.01% Koshinski Asset Management, Inc. 3Y 7Y 0.01% Atria Investments, Inc 3Y 7Y 0.01% LPL Financial LLC 3Y 7Y 0.01% PRIVATE TRUST CO NA 3Y 7Y 0.0%

FAQ About Prepared Retirement Institute LLC and UDIV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Prepared Retirement Institute LLC reported owning UDIV?

Prepared Retirement Institute LLC reported UDIV across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported UDIV position in Prepared Retirement Institute LLC's portfolio?

The largest reported portfolio weight for UDIV was 0.85% in 2025 Q3.

What is the latest reported UDIV position on this page?

The latest section of the table and chart shows the most recent reported UDIV position for Prepared Retirement Institute LLC.

What does the chart on this UDIV ownership page compare?

The chart compares Prepared Retirement Institute LLC's quarterly UDIV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Prepared Retirement Institute LLC time their UDIV position?

Based on 13F filing dates vs. subsequent UDIV price moves, Prepared Retirement Institute LLC correctly timed 4 out of 4 reported position changes (100%). The annualised alpha on UDIV relative to SPY over the holding period was +3.9%.

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